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Established in 1999, Lido is one of the fastest growing Registered Investment Advisors (“RIAs”) in the U.S. with over $11 billion in assets under management (“AUM”). Lido has been recognized by a number of publications, including Forbes, Barron`s and the Financial Times. Lido`s unique, family office wealth management offering for high-net-worth and ultra-high-net-worth individuals, coupled with differentiated and proactive marketing including strategic partnerships as well as a growth-oriented culture has yielded an impressive year-over-year CAGR. Headquartered in Los Angeles, California, we have offices throughout the United States and are continually seeking to strategically expand our reach into high-growth geographies. Through our strategic marketing initiatives and family office network, we have developed a replicable and successful growth process. Our unique investment capabilities are centered around risk metrics, opportunistic investing, and income. Asset classes may include stocks, bonds, private debt, real estate equity, hedge funds, and alternate asset classes. Our wealth management offerings include an in-house financial planning department as well as affiliated tax and legal professionals to assist with our client needs.
Grata is a deal sourcing platform that helps you find, research, and engage with middle market companies. Grata was built for innovative dealmakers who want a competitive edge in finding previously undiscoverable companies. Unlike company databases, Grata doesn`t just give you flat information. Grata is an intuitive, dynamic search engine powered by ML and NLP technology that provides the most comprehensive, up-to-date information you need to get deals done.
Simply put, YourCause is a technology company connecting corporations and their employees with the causes they care most about. Our SaaS-based CSRconnect Platform is a fully hosted and managed solution used to engage employees in volunteering, giving, and sustainability initiatives, along with helping grants administrators manage corporate and foundation philanthropic programs. We currently support over 4.2 million employees in 160+ countries at more than 140 Fortune 1000 companies. Since inception we`ve processed nearly $1.5B to charities and tracked over 23M volunteer hours - that`s 2,625 years! The companies partnering with us are joining the YourCause Global Good Network, representing some of the most committed corporate citizens and dedicated nonprofits around the world.
KAISER, ANDREW is a Washington, DC-based company in the Computers and Electronics sector.
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